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iShares S&P 500 Growth ETF

1,865 hedge funds and large institutions have $44.4B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 573 increasing their positions, 756 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,8161,865 (+49)

0.01% more ownership

Funds ownership: 73.57%73.57% (+0.01%)

24% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 756

Holders
1,865
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
197
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.7M
Puts
$9.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1051
Summit Financial Wealth Advisors
Louisiana
$902K
KW
1052
KWB Wealth
California
$901K
BWM
1053
Buska Wealth Management
Wisconsin
$899K
GI
1054
GAMCO Investors
Connecticut
$889K
LAS
1055
Lloyd Advisory Services
Georgia
$884K
GC
1056
Garde Capital
Washington
$877K
SKK
1057
Shepherd Kaplan Krochuk
Massachusetts
$874K
FCP
1058
Fidelis Capital Partners
Florida
$873K
FPGK
1059
Financial Partners Group (Kansas)
Kansas
$870K
BONH
1060
Bank of New Hampshire
New Hampshire
$866K
CIA
1061
Capital Investment Advisors
Georgia
$865K
BFS
1062
Bare Financial Services
Pennsylvania
$863K
MWP
1063
Madison Wealth Partners
Wisconsin
$855K
ST
1064
Sageworth Trust
Pennsylvania
$855K
TCWM
1065
Total Clarity Wealth Management
Illinois
$855K
WCG
1066
Weaver Consulting Group
California
$854K
SWA
1067
SOA Wealth Advisors
New York
$849K
WF
1068
Welch & Forbes
Massachusetts
$847K
NCM
1069
NCM Capital Management
New Jersey
$844K
CGPCS
1070
Capital Group Private Client Services
California
$843K
W
1071
Wealthquest
Ohio
$842K
MCM
1072
Mainstream Capital Management
California
$840K
HIP
1073
HUB Investment Partners
Texas
$839K
SJGA
1074
Stephen J. Garry & Associates
New York
$838K
CB
1075
Community Bank
New York
$838K